Customer Intake Coordinator

Customer Intake Coordinator plays a vital role in the solar process, ensuring that all required documentation and financial information are accurate, complete, and compliant with company guidelines. Their primary responsibility is to review and coordinate a customer’s documents for submission to a Project Coordinator, facilitating a seamless transition to the next stage of the process.

Key Responsibilities:

1. Document Verification & Collection – Review and verify the accuracy of paperwork and financial documents. Gather necessary materials, such as utility bills, to ensure a complete and compliant deal package.

2. Deal Submission Review – Check for completeness and confirm that all information aligns with company and lender requirements before submission.

3. Schedule customer's site-survey - The Customer Intake Coordinator is responsible for scheduling a customer’s site survey at a time that is convenient for the homeowner and aligns with our availability.

Follow-Up & Coordination – Ensure all upfront conditions and stipulations are met, working closely with customers and energy consultants to finalize the package.

The Customer Intake Coordinator serves as the crucial link between the customer and the energy consultant, ensuring a smooth, efficient, and timely submission to operations.